Posted about 3 hours ago
Sales & lettings
New Business Advisor (non property)
Location
Croydon, London
Salary
£45000 - £50000 per annum + hybrid working
Job Type
Hybrid
Job Reference
BBBH36395_1757350311
Apply

Join my client in their New Business Team to deliver exceptional service to new and existing customers across all non-property legal services. You'll be explaining legal processes to clients, providing competitive quotes for various legal matters, and maximising revenue through strategic cross-selling of our comprehensive legal services portfolio.


Key Responsibilities

  • Handle all non-property enquiries - Respond to calls and emails for all legal services excluding conveyancing
  • Provide accurate estimates - Quote competitively for various legal services to clients and referrers
  • Follow up proactively - Contact all prospects within 24-48 hours and report feedback on lost instructions
  • Cross-sell services - Promote additional Taylor Rose legal services to maximise client value
  • Meet targets and KPIs - Work towards departmental sales targets with commission opportunities

Account Management

  • Manage key referrer relationships - Proactively call referrers to secure non-property business
  • Build strong partnerships - Develop lasting relationships with referring partners for continued growth
  • Provide detailed fee estimates - Ensure Taylor Rose is the first choice for referrers across all legal services
  • Monitor market opportunities - Identify potential growth opportunities and provide market feedback

Case Management & Administration

  • Accurate case allocation - Distribute work effectively across legal teams based on capacity and specialisation
  • Data management - Maintain accurate records in Case Management Systems, Outlook, Word, and Excel
  • Portal management - Handle electronic data entry during client on boarding process
  • GDPR compliance - Ensure all client personal information is handled according to regulations

Client Support & Service

  • Guide new clients - Assist with on boarding process and answer questions about legal procedures
  • Respond promptly - Handle all queries in a timely and professional manner
  • Provide administrative support - Support fee-earning teams as directed by management
  • Collaborate with account managers - Work closely to maximise referrer partnerships and identify issues

Business Development

  • Build strong relationships - Develop connections across managed accounts for referrer engagement
  • Support department growth - Contribute to continued expansion of the non-property legal services
  • Promote best practice - Share knowledge and maintain high service standards across the team

What We're Looking For

Essential Skills

  • Independent worker - Able to work autonomously while contributing effectively to the team
  • Sales and target driven - Comfortable in a commission-based, target-driven environment
  • Attention to detail - Accuracy is crucial in legal service delivery
  • Excellent communication - Strong verbal and written skills for diverse client interactions
  • Customer-focused - Committed to delivering high levels of customer service
  • Self-motivated and enthusiastic - Proactive approach with drive to succeed
  • Resilient under pressure - Ability to remain calm in busy, fast-paced situations

Desirable Experience

  • Previous experience in sales or customer service roles
  • Understanding of various legal services (family law, employment, litigation, etc.)
  • Experience with CRM or case management systems
  • Knowledge of referrer networks and business development

Company Values

🎯 Aspirations: Be the best you can be - motivated to improve, work smarter not harder, embrace change, learn from mistakes, and take interest in our business vision

🤝 Integrity: Open and honest, show respect, admit mistakes, look for ways to improve and share innovative ideas

💡 Innovation: Creative and dynamic, adaptable to change, seek ways of doing things better, get involved with meaningful work, continuously learn for personal development

❤️ Commitment: Build relationships for the long-term with clients, colleagues, and partners


What's on offer

  • Competitive salary package - £25,000-£27,000 basic salary plus commission structure with OTE £45,000 - £50,000
  • Hybrid working - Perfect balance of office collaboration and home working flexibility
  • Diverse legal exposure -Work across multiple areas of law beyond property
  • Professional development - Opportunities in a growing legal practice
  • Supportive team environment Providing comprehensive training

Apply for this job today

Apply
Speak to us about this role
More jobs you might like
New Homes Sales Executive - London - £57K OTE (MAT COVER)
Sales & lettings
City of London, London
£35000 - £37200 per annum + + £50K OTE
On Site
New Homes Senior Sales Advisor
Sales & lettings
Leatherhead, Surrey
£34000 - £36000 per annum + £60,000 OTE
On Site
Leasing Manager
Sales & lettings
City of London, London
£45000 - £46000 per annum + Bonus
On Site
New Homes Sales Consultant
Sales & lettings
Hemel Hempstead, Hertfordshire
£30000 - £32000 per annum + £57,000 OTE
On Site
Account Manager
Sales & lettings
Croydon, London
£29000 - £30000 per annum + + 5k car allowance + expenses
Hybrid
Share job

Looking for something specific?

Connect with us to explore roles tailored to your skills and goals. Your future starts here!

Contact us